《多国取消跨境小包免税政策对我国跨境电商影响分析报告》网经社发布

Core Insights - The end of the "tax-free era" for small packages is leading to a profound restructuring of the cross-border e-commerce ecosystem, with significant impacts on China's cross-border e-commerce industry [1][3][9] - Major economies, including the US, EU, and Japan, are tightening or abolishing tax exemptions for small packages, creating new trade barriers under the guise of trade protectionism [1][3][10] - The report from the Internet Economy Research Center outlines strategies for short-term survival, mid-term transformation, and long-term upgrades for Chinese cross-border e-commerce [1][2][32] Chapter Summaries Chapter 1: The End of the "Tax-Free Era" for Small Packages - The tax-free policy for small packages has evolved over nearly a century, becoming a key driver for cross-border e-commerce [2][3] - The US has suspended tax exemptions for packages under $800 starting August 29, 2025, marking a significant policy shift [3][19] Chapter 2: The Wave of Policy Adjustments - Developed economies are shifting towards trade protectionism under the banner of "tax fairness," impacting global trade dynamics [3][10] - Emerging markets are quickly following suit, raising barriers from Asia to Latin America [3][10] - The cumulative effect of these policies presents a comprehensive challenge to China's cross-border e-commerce [3][10] Chapter 3: In-Depth Impact Analysis - The low-cost advantage of Chinese cross-border e-commerce is under severe pressure due to rising costs from tariffs and compliance [4][16] - The logistics model is undergoing a revolution, with a shift from direct shipping to overseas warehouse strategies [20][26] Chapter 4: Strategies for Breaking Through - Short-term strategies focus on survival, including cost control and pricing optimization [27][31] - Mid-term strategies emphasize transforming business models and diversifying markets [28][29] - Long-term strategies aim for brand building and enhancing supply chain resilience [30][32] Chapter 5: Conclusion - The cancellation of tax-free policies presents both challenges and opportunities, necessitating a transformation in the cross-border e-commerce sector [32]